PRESS RELEASE
June 22nd 2012
VOYANT UK CELEBRATES 3RD YEAR ANNIVERSARY
WITH RECORD GROWTH
Financial planning technology specialist Voyant UK today celebrated its 3rd year anniversary with record growth. Since June last year the company has seen a 125% increase in user numbers with over 520 adviser firms now subscribers of the Voyant Adviser online cashflow planning solution. Together with many smaller ‘new model adviser’ firms, Voyant is also used by major names such as UBS, Novia, Close Brothers, SG Hambros and Broadstone.
Based on current usage, Voyant estimates that over £750 million of client assets are advised on every month; modelled via the Voyant Adviser and Snapshot technology solutions.
Key Achievements
June 2009 Launch of Voyant Adviser UK
June 2010 Integration with the AXA Elevate platform
Launch of Voyant@Home client facing technology
November 2010 Maesco Private Wealth chooses Voyant UK
March 2011 Integration with the FinaMetrica risk profiling system
February 2011 SGPB Hambros chooses Voyant Adviser as its preferred solution
April 2011 Broadstone Wealth Management chooses Voyant Adviser as its financial planning software solution
July 2011 Voyant top-rated 2011 e-Excellence Financial Planning Tool (Voyant received 39 5-Star rankings and 73 4-Star rakings in the F&TRC's 2011 e- Excellence in Financial Planning Ratings)
September 2011 Launch of Canvas enterprise technology platform and Snapshot beta
February 2012 Integration with Seven Investment Management (7IM) platform
Bob Freeman, chief operating officer (COO) of Voyant UK, explains:
“Since Voyant launched its UK operation the pace of growth has been rapid. Our US parent company in Texas was already regarded as a leader of innovation and entrepreneurship and given the unique combination of their incredible vision and technological expertise, creating Voyant Adviser for the UK market was an obvious next step. Unlike some of the more established UK technology players, Voyant was never burdened by legacy technology and therefore able to create stunningly simple and effective solutions with much faster speed to market than its competitors.
“Over three years, the results speak for themselves and our growth just continues to accelerate. There is much hard work ahead now with Voyant’s development plans moving rapidly and many new announcements on the horizon. It’s a really exciting time for us, our dedicated users and of course all their clients that continue to get the real end benefit.”
ENDS
For further information please contact:
David Kaufman: Chief Executive Officer and Founder 512.342.0079 (US)
Bob Freeman, Chief Operating Officer, Voyant UK 07802 500867
Nicola Mitchell, Mitchell Moneypenny 01242 703266 / 07980 684240
About Voyant UK
Voyant is a leading supplier of financial intelligence presentation and collaboration platforms which simplify financial needs assessments and planning processes between advisers and their clients. Voyant Adviser has seen unprecedented growth across its UK IFA channel since launch in 2008 and was rated top in the 2011 Money Marketing/F&TRC financial planning tools research, with 39 5-Star ratings.
Over 500 of the UKs most reputable firms rely on Voyant Adviser to develop in depth financial plans and provide piece of mind to their clients.
Voyant UK is a wholly-owned subsidiary of Voyant Inc which is headquartered in Austin,Texas.
To find out more about Voyant, visit www.planwithvoyant.co.uk